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Document customer relationship building from prospective sales, record customer service issues and monitor client's overall score card. Opportunity tracking, associate collaboration and sales reporting features coordinate sales team efforts with all vital information in one system. Trouble tickets, customer concerns and call logs help the customer service department address frequently asked questions as management monitors response times and problem trends. Enter personal, customer and vendor contacts and sync them with Microsoft Outlook© via OmniSync. Track all communication with a contact through activity logs; record details of meetings, phone calls, emails and more. Sharing contacts permits information to be used and maintained among multiple employees; ensuring the most current and relevant contact information is available. 
Maintain contact details including driving directions, multiple facility locations, financial standings and more. Associate employee and vendor sales representatives for each customer and track sales commissions based on net profit or total sale. Monitor prospective customers and convert them to actual customers as acquired. Customer transaction logs and price level management grant the ability to monitor trends in customer growth and changes over time. 
Create, organize and manage current leads and opportunities by sales stage, sales potential, sales representative and more. Management may monitor sales personnel progress, set follow-up actions and times and stay informed on new and upcoming leads; ensuring that sales staff is staying on top of sales opportunities. 
Take advantage of multiple-stage quoting; assign priority levels to aid in quickly identifying quotes that require more attention. Never lose track of quote history with access to unlimited revisions to customer quotes. Enter orders simply by copying quote. 
Enter new order or copy order directly from quote. Track due dates and payment schedules, memorize orders to be automatically entered at a specified time and integrate with EDI (Electronic Data Interchange). Inventory items are picked from orders for warranty tracking and inventory control with Inventory Manager. 
Sales representatives may enter budget numbers based on monthly business estimates to speed up the forecasting process. Generate more information on each forecast through detailed forecast profiles on each customer. 
Create RMAs for customers that have product issues and track product returns through the Receiving Manager. Full product replacement and refunds supported with Refund Manager. 
Record and fulfill internal and external trouble tickets. Supports organization by multiple locations, divisions and departments, which allows each facility to operate separate tech service programs as needed. Assign technician groups to manage communication with customers who enter trouble tickets themselves. External service center support is available for third-party service centers to log into the system to document and share communication. 
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